How to Avoid and What to do if Audited by the IRS

Date: Wednesday, March 23, 2022
Time: 8:30am - 9:30am
Location: Via Zoom
Speaker: Michael Gregory NSA, CVP, ASA, CVA, founder/owner, Michael Gregory Consulting, LLC, and Qualified Mediator with the Minnesota Supreme Court

We are pleased to announce that Michael Gregory NSA, CVP, ASA, CVA, founder/owner, Michael Gregory Consulting, LLC, and Qualified Mediator with the Minnesota Supreme Court, will be our guest speaker on “How to Avoid and What to do if Audited by the IRS” at our virtual “breakfast” meeting on Wednesday, March 23rd, 8:30 a.m. to 9:15 a.m. followed by networking from 9:15 a.m. to 9:30 a.m. 

A brief background on the IRS organization as it relates to the IRS Estate and Gift Tax Program and issues will be presented to provide participants with insight into the various silos and different cultures associated with business appraisal issues at the IRS. The processes of both the national and local classification process in Estate and Gift tax will be discussed and issues related to an examination will be explored to provide insight of what to do to avoid an audit and what to do with any conflict using neuroscience. The insights from neuroscience may be applicable to resolving any conflict and negotiating winning solutions by taking advantage of The Collaboration Effect.

At this end of this session, participants will be able to describe how the IRS works and how to work with this IRS, communicate how classification works at the IRS on estate and gift tax audits, and how to avoid an audit, identify how to work with IRS personnel if audited, and apply The Collaboration Effect.

Please click on document link below for speaker bio and registration details for members and guests. Note, registration deadline is Monday, March 21st.

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